Providing Safety in Stormy Seas
Trust Us To Preserve Your Legacy
- DST Trained & Approved Trustee
- Capital Gains Tax Reduction
- Business & Real Estate Sale
- Trust Protector Services
DST & Trust Protection Services
Deferred Sales Trust™ Trustee
If you’re looking to sell property but want to defer capital gain taxes, a Deferred Sales Trust could be the solution. This allows you to spread tax payments over a period of time to substantially reduce the amount of capital gains tax due at the time of sale.
Our Deferred Sales Trust trustees can leverage the sale by structuring the transaction in a way that will maximize your financial benefit, preserve your wealth, and streamline the process.
Trust Protection Services
Trust protectors are third-party individuals or companies who have the power to modify your trust to fit changing circumstances and guarantee that the trust’s objectives are met.
Our team is dedicated to safeguarding your valuable and hard-earned assets with tailored services that prioritize integrity and discretion.
Meet Our Team
James J. Flick
Senior Attorney
James M. Flick
Attorney
See How Our Clients Have Benefited
You can rely on Lifeboat Trust Services to protect you and your beneficiaries and ensure your trust is administered as intended.
I have worked with Jim Flick for over 8 years, and there is nobody out there like him and his team. He has a background not only in estate planning and business law, but also has in-depth tax knowledge. His expertise has guided me into making some great decisions and employing strategies that have paid off in the long-term. He is always on top of the industry changes and keeping me ahead of the game.
